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Docs/Templates & compliance/Access Level or Template Folders

Access Level or Template Folders

An Access Level, also called a Template folder, controls which templates a user can reach based on profile, user access, or queue. You choose an Access Level whenever you create a template.

Last updated 28 Nov 2025

Create an Access Level

To create an access level:

  1. Go to Salesforce > Access Level Tab.
  2. Enter your access level name.
  3. Select an access type from the drop-down list: Profile, Multi-user, or Queue. This defines who the access level applies to.
  4. If you selected Profile as the access type, add the profiles you want to include.
  5. Click Save.
Salesforce Create/Edit Access Level screen with the Access Level Name field set to
Fig 01
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Docs/Templates & compliance/Access Level or Template Folders

Access Level or Template Folders

An Access Level, also called a Template folder, controls which templates a user can reach based on profile, user access, or queue. You choose an Access Level whenever you create a template.

Last updated 28 Nov 2025

Create an Access Level

To create an access level:

  1. Go to Salesforce > Access Level Tab.
  2. Enter your access level name.
  3. Select an access type from the drop-down list: Profile, Multi-user, or Queue. This defines who the access level applies to.
  4. If you selected Profile as the access type, add the profiles you want to include.
  5. Click Save.
Salesforce Create/Edit Access Level screen with the Access Level Name field set to
Fig 01
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← PreviousSet up Quick Text in Salesforce Next →What Is a Sender ID in ValueText?
ValueText ValueText
Docs/Templates & compliance/Access Level or Template Folders

Access Level or Template Folders

An Access Level, also called a Template folder, controls which templates a user can reach based on profile, user access, or queue. You choose an Access Level whenever you create a template.

Last updated 28 Nov 2025

Create an Access Level

To create an access level:

  1. Go to Salesforce > Access Level Tab.
  2. Enter your access level name.
  3. Select an access type from the drop-down list: Profile, Multi-user, or Queue. This defines who the access level applies to.
  4. If you selected Profile as the access type, add the profiles you want to include.
  5. Click Save.
Salesforce Create/Edit Access Level screen with the Access Level Name field set to
Fig 01
Was this helpful?
← PreviousSet up Quick Text in Salesforce Next →What Is a Sender ID in ValueText?
ValueText ValueText
Docs/Templates & compliance/Access Level or Template Folders

Access Level or Template Folders

An Access Level, also called a Template folder, controls which templates a user can reach based on profile, user access, or queue. You choose an Access Level whenever you create a template.

Last updated 28 Nov 2025

Create an Access Level

To create an access level:

  1. Go to Salesforce > Access Level Tab.
  2. Enter your access level name.
  3. Select an access type from the drop-down list: Profile, Multi-user, or Queue. This defines who the access level applies to.
  4. If you selected Profile as the access type, add the profiles you want to include.
  5. Click Save.
Salesforce Create/Edit Access Level screen with the Access Level Name field set to
Fig 01
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← PreviousSet up Quick Text in Salesforce Next →What Is a Sender ID in ValueText?